How does Advisor Access work?- For Northern Trust clients

Northern Trust provides "Advisor Access" to Private Passport -- You can allow your financial advisor, accountant, or another third party to view your account information within Private Passport.

To set up Advisor Access, both you and your advisor completes the Advisor Access Authorization form, which specifies which accounts the advisor can access. This form is available on the Account Services page. After you have submitted the Advisor Access Authorization form, both you and your advisor will receive an e-mail message and a confirmation letter, which includes Private Passport Master Agreement & Disclosure Statement.

The advisor will be assigned a separate Private Passport ID and password. Your advisor will have view-only access to only the accounts have authorized. You may be able to provide your advisor with the capability to request transactions on your behalf. For more information, contact the Private Passport Help Center at 888-635-5350.

Note that if you open a new account, you will need to complete another Advisor Access Authorization form to allow your advisor to access the new account.

Information your advisor can view

Your advisor can view your account information on the following pages.

• Financial Summary
• History
• Statements
  The advisor can request a copy of a printed statement for an account. If the advisor is already a statement recipient for a trust, Investment Management, and/or Securities Custody account, he or she can view online statements for those types of accounts. For Northern Funds, only the shareholder's statement is available online; third parties are not able to view Northern Funds statements online.
• Profile
• Assets

• Alerts
  The advisor will not see alerts which you have created. However, he or she can create alerts to be notified about your account information.

• My Northern Team
  The My Northern Team page will list the contact information for all Northern Trust personnel who support you.

Information your advisor cannot view

The following information is not available for advisors.

• Passportfolio® accounts
  Your advisor cannot see accounts (at other institutions) which you have added using Passportfolio®. However, if you would like the advisor to view these accounts, you can provide the ID and password so that the advisor can use Passportfolio® to add your information to his or her own view.
• Bill Payment
  The advisor cannot use Private Passport bill payment for you, unless you have authorized him or her for transaction capability.
• My Passport
  You will not see any customization, such as watch lists or news, that the client has added to their own My Passport page. You can use My Passport to customize your own page with news and market information.
• Brokerage
  Your advisor can view your Northern Trust Securities, Inc. brokerage account information on the Financial Summary, History, Assets, and Profile pages. The advisor cannot trade online or use the Online Brokerage site on your behalf.
• Transfers
  You can view and initiate transfers only for yourself, and the one client for which you are authorized for transaction capability.
• Account Services
  Your Account Services page will include only the Advisor Authorization form. However, it will contain all applicable options when you have select yourself or the one client for which you are authorized for transaction capability.